First Heartland Consultants’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

First Heartland Consultants’s Portfolio EES Stock Details EES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-20,661	Closed	-$999K	–	380
2021 Q3	$999K	Sell	20,661 -3,478	-14%	-$168K	0.15%	132
2021 Q2	$1.19M	Buy	+24,139	New	+$1.18M	0.18%	118
2017 Q2	–	Sell	-32,423	Closed	-$1.04M	–	339
2017 Q1	$1.04M	Buy	+32,423	New	+$1.04M	0.29%	98

Other funds holding EES

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

3LCM

3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

First Heartland Consultants's EES Position: Q4 2021 in Review

First Heartland Consultants sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q4 2021, closing a stake of 20,661 shares — an estimated $999K sold.

First Heartland Consultants first reported a position in EES in Q1 2017 and held it in 3 quarters. The position peaked at $1.19M in Q2 2021. 126 funds tracked by Wall St. Rank hold EES as of Q4 2021.

First Heartland Consultants reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q4 2021 after selling out during the quarter.
First Heartland Consultants sold 20,661 WisdomTree US SmallCap Earnings Fund shares in Q4 2021, an estimated $999K.
First Heartland Consultants first reported a position in WisdomTree US SmallCap Earnings Fund in Q1 2017 and held it in 3 quarters.
First Heartland Consultants's WisdomTree US SmallCap Earnings Fund position peaked at $1.19M in Q2 2021.
126 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q4 2021.

Based on First Heartland Consultants's 13F filing for Q4 2021, filed 11 Feb 2022.